CutterCast: Transition to Internal Management
Jul 16 Thu · 2020 10:30am - 11:30am EDT


Share This Event
This event has concluded
On This Page

Event Summary

Asset owners are increasingly looking to insource their externally managed assets, with the goal of reducing fees. But the past suggests that this can be a long and at times excruciating process. This CutterCast examines what transitioning from external to internal management entails. In addition to hiring experienced portfolio managers, there are operational and infrastructure needs as well as governance lessons. We look at best practices and lessons learned.



Gina McCafferty

Principal – Head of Research

Shankar Subramanian

Consulting Principal – Public Funds and Compliance

Anthony Chromczak

Manager of Investment Operations, New York State Teachers’ Retirement System

Rhonda Smith

Director of the Public Equity and Hedge Fund Strategies, NC Dept. of State Treasurer

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.